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HOME/PEOPLE/JOHN KIM
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John Kim

ROLE FOUNDER AND CIOAT CHRONOMETER PARTNERSMENTIONS 1LAST SEEN JULY 21, 2026
// BIO

Energy markets research and investment firm

// RECENT MENTIONS
// SIGNALS
1 SIGNAL
01
mention·Invest like the best·JULY 21, 2026

We are headed into a place where we see an historic deficit in natural gas supply available in the United States... Our work suggests that 2627 natural gas is appropriately supplied. But as we get into 28 and you plug in this compute and you assign gas to very specific assets as they're plugged in as well, and you continue to export LNG as we're planning to do with known projects, we start to eat into our working gas storage.

Source

AI-extracted from podcast / newsletter / paper summaries. May contain errors.

John Kim — 1 mention on Teahose